Mitchell, Mcleod, Pugh & Williams, Inc. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 26, 2026, reports $2.7B in regulatory assets under management, 15 employees, and 2,420 accounts.
Top client segmentIndividuals represent 51.4% of total clients.
Top client categories% of clientsClients
1
Individuals
51.4%
538
2
HNWI
38.0%
397
3
Pension Plans
7.3%
76
4
Corporations
2.1%
22
5
Charitable
1.1%
12
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.7Bas of March 26, 2026
Discretionary71.8%
$1.9B
72% of total RAUM71.8%
Non-discretionary28.2%
$750M
28% of total RAUM28.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.7B
Total Accounts2,420
10Y AUM Change+$1.8B (+207.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee70:1
10Y Employee Change+5 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.